Lutz Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Hold |
7,456
| – | – | 0.05% | 67 |
|
|
2025
Q1 | $592K | Hold |
7,456
| – | – | 0.05% | 68 |
|
|
2024
Q4 | $580K | Buy |
7,456
+3,410
| +84% | +$265K | 0.05% | 69 |
|
|
2024
Q3 | $318K | Hold |
4,046
| – | – | 0.03% | 77 |
|
|
2024
Q2 | $294K | Hold |
4,046
| – | – | 0.03% | 80 |
|
|
2024
Q1 | $292K | Hold |
4,046
| – | – | 0.03% | 78 |
|
|
2023
Q4 | $269K | Hold |
4,046
| – | – | 0.03% | 77 |
|
|
2023
Q3 | $249K | Hold |
4,046
| – | – | 0.03% | 73 |
|
|
2023
Q2 | $257K | Hold |
4,046
| – | – | 0.03% | 73 |
|
|
2023
Q1 | $250K | Hold |
4,046
| – | – | 0.03% | 72 |
|
|
2022
Q4 | $251K | Hold |
4,046
| – | – | 0.03% | 72 |
|
|
2022
Q3 | $224K | Hold |
4,046
| – | – | 0.03% | 68 |
|
|
2022
Q2 | $239K | Buy |
+4,046
| New | +$239K | 0.03% | 66 |
|